Jodi Perez and Jeannie Holliday were named to the 2024 edition of the Forbes list of Best-in-State Top Women Wealth Advisors

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Monday – Thursday: 9:00AM – 5:00PM | Friday 9:00AM – 4:00PM Eastern

CALL US: (813) 908-2701

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Book An Appointment

Call: (813) 908-201

Meeting Locations

Land O’ Lakes

Main Office

20635 Amberfield Drive
Suite 102,
Land O’ Lakes, FL 34638

Convenient to Lutz, Wesley Chapel, Citrus Park and New Tampa

Rocky Point Office

3030 N. Rocky Point Dr. W
Suite 150,
Tampa, FL 33607

Convenient to Clearwater, St. Pete, Palm Harbor and Citrus Park

Dade City Office
First National Bank of Pasco

13315 U.S Highway 301
Dade City, FL 33525

Convenient to Dade City, Zephyrhills and Ridge Manor

West Zephyrhills Office
First National Bank of Pasco

37215 SR 54
Zephyrhills, FL 33559
Convenient to Zephyrhills, Thonotosassa, Kathleen and Crystal Springs

Lutz Office
First National Bank of Pasco

23613 FL-54
Lutz, FL 33559
Convenient to Lutz, New Tampa and Wesley Chapel